HubSpot and SendGrid automations — Sales & Leads

Ready-made scenarios where HubSpot and SendGrid work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

51 scenarios

New HubSpot contacts — into SendGrid audiences
Contacts from HubSpot into SendGrid audiences
Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Turn site visitors into leads with a personal email
Email checking in your CRM — a list of live contacts
Lead scoring and routing: hot leads straight to sales
Automatic follow-up emails to forgotten contacts
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
Pitch an upgrade at the exact moment a customer outgrows their plan
Inbound leads scored, with alerts and draft replies for the hot ones
Route leads by budget and source — automatically
New-lead handling: CRM entry, team alert and reminder
Instant replies to strong leads from a form
Lead verification and CRM sync — straight from a JotForm form
Cold deals close themselves — and bring back feedback
Open-house visitors into your CRM and into an email, right after the visit
Stalled deals bring themselves back to life
Deal-matched materials — sent automatically by CRM stage
Client onboarding from a single form: folder, contact, channel, tasks
Personal email drafts to clients — from your correspondence history
Personal client emails from their own history
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Smart lead routing to reps — instant, with no manual assignment
A brief on the counterpart's company before a call
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
A brief on the person and their company before a call
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
CRM deals synced to a sheet, with a daily email summary
Deal contacts — discovered and enriched automatically
Welcome new clients and assign managers — right after the deal closes
Deal close-date forecasting from your own history, auto-updated in the CRM
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Customer churn prediction from deals and tickets
Lead gathering and drafted emails for approval, sending the approved
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Onboarding new clients: email, meeting and owner